+35.3%
TRV vs AMBA
-24.5%
+59.8%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.0% |
| 7D | +0.5% | -6.4% | +6.9% | +0.2% |
| 30D | -4.9% | -26.8% | +22.0% | -6.1% |
| 3M | +23.7% | -7.6% | +31.4% | +23.7% |
| 6M | +20.3% | +21.2% | -0.9% | +21.0% |
| YTD | +27.1% | -10.4% | +37.4% | +27.6% |
| 1Y | +35.3% | -24.4% | +59.8% | +36.0% |
| All | +35.3% | -24.5% | +59.8% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AMBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling